The document presents a webinar hosted by Smart ERP Solutions, Inc., detailing their electronic personnel actions system designed for PeopleSoft. It highlights their approach to enhance manager self-service through configurable, automated workflows that replace traditional paper forms, aiming to reduce costs and streamline HR processes. The presentation outlines the benefits of their solutions, showcases use cases, and encourages attendees to engage with Q&A for further clarity.

1. Electronic Personnel Actions for PeopleSoft Doris Wong, CEODan White, VP of Product StrategyJune 9th, 2010Our webinar will begin shortly. Please note all phone lines and computer microphones will be placed on mute throughout the presentation. Please use the GoToWebinar QUESTION feature to ask questions.

2. Welcome & IntroductionsDoris WongCEO, Smart ERP Solutions, Inc.Former Oracle Group VP and GM for PeopleSoft Enterprise15 Years Experience with PeopleSoftDan WhiteVP, Product Strategy, Smart ERP Solutions, Inc.Former Oracle/PeopleSoft Principal Functional Architect12 Years Experience with PeopleSoft

3. AgendaAbout Smart ERP Solutions, Inc.Who We AreOur Philosophy and Business ValueWhat is your Personnel Action Process Today?Introducing Smart Personnel Actions RequestConfigurable and Automated to Your RequirementsRobust Electronic Workflow ApprovalReplaces Personnel Action Paper Form Streamlines and Enhances Manager Self-Service Smart Personnel Action Request DemoOther Use Cases for Smart SolutionsSummary and Q & A

4. About Smart ERP Solutions, Inc.

5. Smart ERP Solutions, Inc.Comprised of the best former developers, architects and executives from PeopleSoft/Oracle

6. Providing cost-effective, robust and repeatable “Smart Solutions” for PeopleSoft applications

7. Unique best practices and expertise in PeopleSoft strategic planning, Smart implementation and upgrade services Key Differentiator−Our SmartAdvantageRather than assigning teams of consultants to projects we apply our pre-built, proven solutions to efficiently address those efforts common to any PeopleSoft project thus saving time, reducing costs, minimizing risks and lowering total cost of ownership by avoiding costly difficult-to-maintain customizations.

8. SmartERP: Our PhilosophySolutionsEnhance and Extend Standard PeopleSoft Functionality to Meet Business Needs3Cs : Common, Critical, ComplementaryRepeatable, Pre-Packaged, Highly-Configurable and Innovative SolutionsRelease IndependenceCustomer-Driven RequirementsArchitected and Designed as Add-On SolutionsLower Total Cost of OwnershipMinimal to No CustomizationsMinimal Upgrade ImpactAffordable and Cost-Effective

9. SmartERP: Our SolutionsPeopleSoft Smart Personnel Action Requests

10. SmartERP: Our Business ValueSmartERP Solutions Offer Lower Costs Compared to Traditional SolutionsDesigned and Developed with Customer Requirements and FeedbackConfigurable and Streamlined to Meet Your Specific Business RequirementsQuick and Short Implementation TimesSolves Business Needs on Your Current PeopleSoft ReleaseApplicable to All Applications: Financials, HCM, Campus Solutions, SCM, CRM, EPMProven and High-Quality Solutions and Services

11. What’s Your Personnel Action Process?

12. Manual Paper Form

13. Manual Paper Form

14. Paper Personnel Action Form Use Case: Typical Personnel Action Form ProcessUse of Paper Personnel Action Form(s) for Requesting HR TransactionsEnter by Administrative Assistants or ManagersManual Routing of Paper Forms for Approvals and SignaturesUpon Manual Approval, HR Admin Manually Enters Transactions into PeopleSoft HRPaper Record Retention

15. Manager Self-Service: Termination

16. Manager Self-Service Use CasesUsing Standard Manager Self-Service in PeopleSoftManagers Submit HR Personnel Transactions Directly into PeopleSoftSeparate Manager Self-Service Transaction(s) Required Based on Personnel Action Availability of Workflow Approval Capabilities dependent on the PeopleSoft version (8.3, 8.8, 8.9, etc)

17. Other Personnel Action Process OptionsSend an Email RequestFill in a PDF FormFill in MS Word or MS Excel TemplateCustomized a SolutionWorkflow Approval Manually RoutedOther Options?

18. Audience Poll and Results

19. IntroducingSmart Personnel Actions Requestfor PeopleSoft

20. Smart Personnel Actions RequestPersonnel Action FormsManager Self- ServiceElectronic Smart Personnel Actions RequestConfigurable to Your NeedsRules Based, ConfigurableElectronic Routing of Workflow ApprovalAutomatic Updating of Employee Information in PeopleSoftElectronic Record Retention and Audit Trail

21. Personnel Actions RequestOne Stop Shopping for Your HR Personnel Actions

22. Smart Personnel Actions Request Demo

23. Smart Personnel Action RequestDemo ScenarioScenario 1: Replacing Paper Personnel Action Form with Electronic Smart Personnel Action RequestAssign a new position to an existing employeeCollaborate, Attachments and Help CapabilitiesWorkflow Approval Requirements (Supervisor and HR)Upon HR Approval, Automatic Update to Job RecordEmployee Welcome Aboard to New Position ProcessScenario 2: Using Smart Personnel Action Request to Perform Multiple Manager Self-Service TransactionsMultiple Personnel Actions: Position Change and Promotion Workflow Approval RequirementsUpon HR Approval, HR Corrections and Automatic Update to Job RecordPrint CapabilityRecord Retention and Audit Trail

24. Other Use Cases for Smart Solutions

25. Other Use Cases for Smart SolutionsOnboarding and OffboardingEmployees

26. Consultants, Temps

27. Students

28. Customers and Vendors